Architect Partners: One in Four S&P 500 Firms Could Add Bitcoin to Balance Sheets by 2030

Corporate Bitcoin Adoption Could Hit 25% of S&P 500 by 2030, Says Architect Partners

Bitcoin’s role as a strategic financial asset is gaining momentum in corporate boardrooms — and it’s not slowing down. According to Elliot Chun, partner at investment advisory firm Architect Partners, one in four S&P 500 companies could be holding bitcoin on their balance sheets by 2030.

The bold prediction follows the growing trend of companies using BTC as a long-term store of value, a strategy first championed by Strategy (formerly MicroStrategy) in 2020. Under then-CEO Michael Saylor, Strategy famously pivoted from enterprise software to become a bitcoin-heavy treasury powerhouse — a move that’s since seen its stock price soar by over 2,000%.

“Bitcoin is transitioning from fringe to foundational,” Chun wrote in a recent note. “CFOs may soon face more career risk for ignoring BTC than for allocating to it.”

The concept of corporate bitcoin reserves, once considered risky or unconventional, is now gaining traction. Most recently, GameStop joined the movement, announcing plans to raise $1.3 billion through convertible notes to acquire bitcoin — though the market reaction was mixed, with its shares sliding 15% by week’s end.

Current data from BitcoinTreasuries shows that 665,618 BTC — about 3.17% of bitcoin’s total supply — is held by publicly traded firms. Strategy dominates with 506,137 BTC, remaining the biggest corporate holder by a wide margin.

As macroeconomic uncertainty lingers and institutional interest deepens, Chun believes the case for bitcoin as a strategic reserve asset will only grow stronger over the next five years.

About The Author

ctleditor

See author's posts